Evertec Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 08/07/2026 | 9.16 M | $254.51 M | -1.48% | 15.04% |
| FMR LLC | 08/13/2026 | 8.80 M | $244.44 M | -4.95% | 14.44% |
| AMERICAN CENTURY COMPANIES INC | 08/12/2026 | 5.19 M | $144.16 M | 2.77% | 8.52% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 3.96 M | $110.04 M | 0.14% | 6.50% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 2.77 M | $76.83 M | -3.17% | 4.54% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 08/13/2026 | 2.71 M | $75.39 M | -11.33% | 4.46% |
| STATE STREET CORP | 08/07/2026 | 2.60 M | $72.35 M | 4.09% | 4.28% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 08/12/2026 | 2.06 M | $57.22 M | 12.24% | 3.38% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 1.57 M | $43.61 M | 2.00% | 2.58% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 1.43 M | $39.63 M | -8.91% | 2.34% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 08/14/2026 | 949.59 K | $26.38 M | 43.30% | 1.56% |
| HEARTLAND ADVISORS INC | 08/11/2026 | 840.40 K | $23.35 M | 236.16% | 1.38% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 830.62 K | $23.07 M | 43.46% | 1.36% |
| NORTH STAR ASSET MANAGEMENT INC | 08/18/2026 | 809.55 K | $22.49 M | 0.47% | 1.33% |
| NORTHERN TRUST CORP | 08/13/2026 | 793.80 K | $22.05 M | 1.31% | 1.30% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 758.03 K | $21.06 M | -2.95% | 1.24% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 758.03 K | $21.06 M | 100.00% | 1.24% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 708.23 K | $19.67 M | 338.29% | 1.16% |
| CLIFFORD CAPITAL PARTNERS LLC | 08/10/2026 | 584.69 K | $16.24 M | 5.94% | 0.96% |
| CLARK CAPITAL MANAGEMENT GROUP, INC. | 08/11/2026 | 562.39 K | $15.62 M | -5.69% | 0.92% |
| PANAGORA ASSET MANAGEMENT INC | 08/06/2026 | 472.64 K | $13.13 M | 35.81% | 0.78% |
| BOSTON PARTNERS | 08/04/2026 | 464.87 K | $13.02 M | -3.13% | 0.76% |
| MORGAN STANLEY | 08/13/2026 | 462.84 K | $12.86 M | -28.24% | 0.76% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 457.15 K | $12.70 M | -0.06% | 0.75% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 444.15 K | $12.34 M | -0.37% | 0.73% |
| PRINCIPAL FINANCIAL GROUP INC | 08/04/2026 | 425.96 K | $11.83 M | -0.37% | 0.70% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 409.44 K | $11.37 M | -32.21% | 0.67% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 404.34 K | $11.23 M | 5.29% | 0.66% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 394.04 K | $10.95 M | -28.21% | 0.65% |
| D. E. SHAW & CO., INC. | 08/14/2026 | 378.35 K | $10.51 M | -42.64% | 0.62% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 282.04 K | $7.83 M | -8.91% | 0.46% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/13/2026 | 261.72 K | $7.27 M | 149.23% | 0.43% |
| NATIXIS ADVISORS, L.P. | 08/14/2026 | 259.52 K | $7.21 M | -35.64% | 0.43% |
| JPMORGAN CHASE & CO | 08/12/2026 | 256.89 K | $7.16 M | 9.36% | 0.42% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 239.89 K | $6.66 M | -10.00% | 0.39% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 224.66 K | $6.15 M | -36.30% | 0.37% |
| NICHOLAS COMPANY, INC. | 08/05/2026 | 215.09 K | $5.98 M | 0.00% | 0.35% |
| DANA INVESTMENT ADVISORS, INC. | 08/13/2026 | 212.92 K | $5.91 M | 42.99% | 0.35% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 08/13/2026 | 211.72 K | $5.88 M | -7.50% | 0.35% |
| INVENOMIC CAPITAL MANAGEMENT LP | 08/14/2026 | 210.80 K | $5.86 M | 100.00% | 0.35% |
| LSV ASSET MANAGEMENT | 08/06/2026 | 202.85 K | $5.64 M | 1,760.97% | 0.33% |
| ARISTIDES CAPITAL LLC | 08/13/2026 | 201.17 K | $5.59 M | 8.06% | 0.33% |
| SCHWERIN BOYLE CAPITAL MANAGEMENT INC | 08/07/2026 | 194.73 K | $5.41 M | 0.00% | 0.32% |
| NUVEEN, LLC | 08/11/2026 | 188.26 K | $5.23 M | -14.23% | 0.31% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 174.75 K | $4.85 M | -47.43% | 0.29% |
| NEW YORK STATE COMMON RETIREMENT FUND | 07/29/2026 | 170.04 K | $4.72 M | 26.54% | 0.28% |
| ALPINE PEAKS CAPITAL, LP | 08/14/2026 | 163.13 K | $4.53 M | -13.32% | 0.27% |
| PALISADE CAPITAL MANAGEMENT, LP | 08/14/2026 | 162.14 K | $4.50 M | -35.39% | 0.27% |
| INVESCO LTD. | 08/14/2026 | 157.60 K | $4.38 M | -11.65% | 0.26% |
| LEGAL & GENERAL GROUP PLC | 08/14/2026 | 155.75 K | $4.33 M | -3.36% | 0.26% |
Evertec Inc institutional Ownership - FAQ's
During the previous two years, 386 institutional investors and hedge funds held shares of Evertec Inc. The most heavily invested institutionals were:
BlackRock, Inc.: 9.16 M
FMR LLC: 8.8 M
AMERICAN CENTURY COMPANIES INC: 5.19 M
VANGUARD PORTFOLIO MANAGEMENT LLC: 3.96 M
VANGUARD CAPITAL MANAGEMENT LLC: 2.77 M
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC: 2.71 M
101.19% of Evertec Inc stock is owned by institutional investors.
Institutional investors have bought a total of 87.67 M shares in the last 24 months. This purchase volume represents approximately $2.49 B in transactions.